QTR Family Wealth’s ExxonMobil XOM Stock Holding History

QTR Family Wealth’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.44M	Buy	17,828 +789	+5%	+$118K	0.85%	23
2026 Q1	$2.54M	Buy	17,039 +464	+3%	+$67.7K	1.06%	19
2025 Q4	$2.51M	Sell	16,575 -521	-3%	-$60.4K	1.11%	19
2025 Q3	$1.93M	Buy	17,096 +1,515	+10%	+$168K	0.91%	25
2025 Q2	$1.68M	Buy	15,581 +2,713	+21%	+$290K	1.04%	24
2025 Q1	$1.53M	Buy	+12,868	New	+$1.42M	1.15%	22

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

QTR Family Wealth's XOM Position: Q2 2026 in Review

QTR Family Wealth increased its ExxonMobil (XOM) stake by 4.6% in Q2 2026, buying an estimated $118K and bringing the position to 17,828 shares worth $2.44M. The position accounts for 0.85% of the portfolio, ranked #23.

QTR Family Wealth first reported a position in XOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.54M in Q1 2026. 1,598 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

QTR Family Wealth held 17,828 shares of ExxonMobil worth $2.44M as of Q2 2026.
QTR Family Wealth bought 789 ExxonMobil shares in Q2 2026, an estimated $118K.
ExxonMobil made up 0.85% of QTR Family Wealth's portfolio in Q2 2026, its #23 holding.
QTR Family Wealth first reported a position in ExxonMobil in Q1 2025 and has held it in 6 quarters since.
QTR Family Wealth's ExxonMobil position peaked at $2.54M in Q1 2026.
1,598 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.